Taxation and Suitability of Annuities for the Professional Advisor: Revised and Expanded with coverage of the SECURE Act, SEC's Reg BI, and NAIC's new Annuity Suitability Model Reg
Taxation and Suitability of Annuities for the Professional Advisor: Revised and Expanded with coverage of the SECURE Act, SEC's Reg BI, and NAIC's new Annuity Suitability Model Reg
Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020
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Newly revised and expanded version, covering the SECURE Act, SEC's "Best Interest" Regulation, and the NAIC's new "Suitability in Annuity Transactions" Model Regulation #275 of 2020
Read Less
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